Lodestone Wealth Management LLC Jp Morgan Diversified Return Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,695 shares of JPEM stock, worth $346,711. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,695
Previous 5,688 0.12%
Holding current value
$346,711
Previous $300 Million 12.04%
% of portfolio
0.15%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$56.25 - $59.87 $393 - $419
7 Added 0.12%
5,695 $336 Million
Q1 2025

Apr 28, 2025
SELL
$50.81 - $54.04 $14,785 - $15,725
-291 Reduced 4.87%
5,688 $300 Million
Q4 2024

Jan 30, 2025
SELL
$51.88 - $57.84 $15,408 - $17,178
-297 Reduced 4.73%
5,979 $310 Million
Q3 2024

Oct 29, 2024
SELL
$52.23 - $56.96 $27,472 - $29,960
-526 Reduced 7.73%
6,276 $355 Million
Q2 2024

Jul 16, 2024
SELL
$53.03 - $56.92 $20,257 - $21,743
-382 Reduced 5.32%
6,802 $368 Million
Q1 2024

Apr 30, 2024
SELL
$51.04 - $54.18 $46,752 - $49,628
-916 Reduced 11.31%
7,184 $384 Million
Q4 2023

Jan 24, 2024
SELL
$47.68 - $52.39 $2,813 - $3,091
-59 Reduced 0.72%
8,100 $424 Million
Q3 2023

Oct 20, 2023
BUY
$50.11 - $53.14 $3,407 - $3,613
68 Added 0.84%
8,159 $411 Million
Q2 2023

Jul 25, 2023
SELL
$49.67 - $52.49 $4,569 - $4,829
-92 Reduced 1.12%
8,091 $409 Million
Q1 2023

May 15, 2023
SELL
$49.13 - $52.77 $1,572 - $1,688
-32 Reduced 0.39%
8,183 $413 Million
Q4 2022

Feb 09, 2023
BUY
$44.98 - $50.79 $369,510 - $417,239
8,215 New
8,215 $405 Million

Others Institutions Holding JPEM

# of Institutions
127
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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